Our Insurance Agency is looking to add to our commercial lines team an individual experienced in servicing and marketing commercial property & casualty insurance coverage of Kore’s clients including understanding client’s business, exposures, and corresponding risk management solutions; developing underwriting submissions; comparing and analyzing quotes and negotiating policy terms and conditions.

Position Overview: Team Member will provide exceptional client service to the book of business, assist in all aspects of new and renewal business, and maintain all documentation applicable to the business transacted and process, timely and accurately, all coverage related request from or on behalf of clients. Individual will work with other team members and team leader to design and implement all current and prospective client insurance programs and round-out accounts as opportunities arise.

Responsibilities of the Team Member (not all inclusive):

• Handle a diverse range of insurance products in the Commercial Lines arena.
• Service and maintain all aspects of a variety of commercial accounts.
• Work from typical renewal timeline on existing business.
• Work on short timelines in competition situations for prospective clients
• Gathering and analyzing of underwriting information (update exposure and rating basis/complete renewal applications, review coverage needs, etc.)
• Creation of submissions
• Comparison of competitive quotes with recommendation to client
• Examine binders and policies to determine if they match quoted coverage and underwriting specifications
• Assemble in draft and final form all accurate marketing proposals.
• Assist with training of new members of the commercial lines team.
• Develop and maintain strong relationships with clients.
• Prepare request for premium invoices and premium financing
• Prepare, review and distribute Certificates of Insurance and Auto ID Cards
• Examine, correct as needed and distribute endorsements
• Provide professional responses to Client’s questions and issues
• Manage policy changes and documentation in Agency Management System
• Support Team leader in client retention and expansion of business.

Qualifications for the Account Executive:

• Working knowledge of Microsoft Word, Excel, Outlook and PowerPoint.
• Working Knowledge of Applied EPIC Agency Management System
• Understanding of processes, procedures, and timelines for new and renewal P&C business.
• Comprehensive understanding of property and casualty coverages.
• Strong analytical and Critical thinking Skills.
• Detail oriented.
• Excellent organization and time management skills. Ability to prioritize.
• Ability to work effectively under pressure to meet deadlines.
• Excellent\verbal and written communication skills
• Affable and gracious manner with clients and business partners
• Ability to work in Team setting. Interpersonal skills, including relationship-building skills with Clients, underwriters and Team Members.

Education Requirements:

• College Degree or demonstrated equivalent work experience
• Property & Casualty Insurance License
• Insurance Designations preferred (ARM, CIC, CPCU, etc.)
• Applied Epic preferred

Compensation/Benefits:

• Negotiable Based on Experience
• Incentive for New Business Accounts
• Health, Dental, Vision and Life Insurance Benefits
• 401(k) Plan

NOTE: WE ARE ONLY CONSIDERING CANDIDATES WITH A VALID LICENSE WHO ALSO HAVE INSURED FACING COMMERCIAL PROPERTY AND CASUALTY EXPERIENCE.

Job Type: Full-time

On-site 4 days a week, 1 day WFH / Remote